Serving Clients Nationwide

About Us

About Us at
Oak Wealth Advisors, LLC

Oak Wealth Advisors Mike Walther Biography Photo
Mike Walther
Founder & President

Mike assists families in their efforts to provide their loved ones with special needs with the financial resources and other supports necessary to live their lives to their fullest potential.

    Oak Wealth Advisors Ryan McGuire Biography Photo
    Ryan McGuire
    Senior Consultant & Director of Innovation

    Ryan provides families with financial services that are practical and coordinated, while aligning any resources that may help them or their loved ones with special needs live fulfilling lives.

      Oak Wealth Advisors Neil Mahoney Biography Photo
      Neil Mahoney
      Senior Consultant & Director of Integration

      Neil utilizes his personal experiences navigating the disability community when working with families to optimize their opportunities.

        Oak Wealth Advisors Randi Gillespie Biography Photo
        Randi Gillespie
        Director of Special Needs Services

        Randi, as someone who navigates the complexities of the special needs world on behalf of her family, hopes to simplify the complex for other families with loved ones with special needs.   email

          Oak Wealth Advisors Tony Schneider Biography Photo
          Tony Schneider
          Associate Consultant

          Tony provides client service and a first-hand perspective on navigating the special needs community. His goal is to make the challenging journey that families face, more enjoyable with his diligence and humor.

            Oak Wealth Advisors Aaron Osterberg biography photo
            Aaron Osterberg
            Associate Consultant

            Aaron provides client service across all areas and strives to create impact-driven and meaningful relationships with families.

              From the day we began our firm,
              we have operated as a fiduciary firm.
              View our Fiduciary Manifesto.

              Video: Why Do the Employees of Oak Wealth Advisors Love the Work That We Do

              Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. View Our Special Needs Services.

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              Oak Wealth Advisorsis a growing firm…

              If you would like to be considered for employment, please contact us at info@oakwealth.com